+136.7%
AXP vs BBAI
-76.8%
+213.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.3% | +5.0% | -0.1% |
| 7D | -0.6% | -8.3% | +7.7% | -0.5% |
| 30D | +5.0% | -2.9% | +7.9% | +5.0% |
| 3M | -4.2% | -28.2% | +23.9% | -3.7% |
| 6M | +2.9% | -44.5% | +47.4% | +4.0% |
| YTD | -11.6% | -57.0% | +45.5% | -10.4% |
| 1Y | -11.1% | -59.4% | +48.3% | -9.9% |
| 3Y | +116.7% | +48.7% | +68.0% | +112.5% |
| 5Y | +89.6% | -76.8% | +166.4% | +81.7% |
| All | +136.7% | -76.8% | +213.5% | +127.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling